Expense Settings

Use Expense Settings to set up and maintain expense report entry and processing settings.

You set up expense groups, expense categories, signature requirements, general ledger accounts for posting, approvals, reimbursement options, and more.

If you have multiple companies, you must enter Expense Settings for each company. The active company that you have open displays at the top of a Expense Settings tab. Use beside the active company name that displays in the Deltek title bar to switch to a different company and enter settings for another company.

In addition to the settings in Expense Settings, other settings in the following locations also affect expense reports:

• On the Expense tab in the Employees hub in the desktop application, you assign access rights (Staff, Group, Company, or System) to the Expense Report application for each employee.
• On the Tax Auditing tab in Settings > Accounting > Company in the desktop application, if you enable the tax auditing feature, the taxes apply for expense reports. For expense reports, you can override the taxes set up in Accounting Company Settings on an expense category-by-expense category basis as needed.
• On the General tab in Settings > Accounting > Company in the desktop application, you select a check template, default bank for expense payments, and other options.
• On the Time & Expense tab in the Projects hub in the desktop application, you specify whether or not expense reports items charged to a project should be billed to the client (bill by default). You also determine whether or not to turn on expense line item approvals for a project, which overrides the system setting for expense line item approvals.